-10.8%
NVTS vs WWD
+27.2%
-38.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -1.9% | +10.9% | +10.2% |
| 7D | -0.3% | +7.3% | -7.7% | -4.9% |
| 30D | -24.4% | -2.0% | -22.4% | -23.4% |
| 3M | -26.5% | -12.6% | -13.9% | -20.2% |
| 6M | -41.4% | -8.4% | -33.0% | -38.3% |
| YTD | +30.7% | +8.2% | +22.4% | +21.8% |
| 1Y | -10.8% | +26.5% | -37.3% | -18.2% |
| All | -10.8% | +27.2% | -38.0% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WWD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling